Brandon
Meza
Principal Securities, Inc
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About this Advisor
Brandon Meza is a financial advisor based in San Diego, California, working with Principal Securities, Inc. Brandon has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Massmutual Financial Group, Principal Life Insurance, and Principal Securities. Brandon has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Brandon is part of Principal Securities, Inc, which operates out of San Diego, California. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brandon Meza Work History
Principal Life Insurance
Principal Securities
Merrill Lynch, Pierce, Fenner & Smith Inc
Massmutual Financial Group
Disclosures
Please visit the SEC profile of Brandon Meza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
Hiawatha, IA
Ada, MI
Almond, NY
Collierville, TN
San Diego, CA
Houston, TX
Elkhorn, NE
Charlotte, NC
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